Civic Intelligence

The Berkeley Institute

990 • Fiscal year 2019 • EIN 46-3482813

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 20, 2020

Organization ProfileWWW.BINST.ORG

View Organization Page

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2134 Allston WayBerkeley, CA 94704

(510) 239-3609

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-9.5%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$113,500

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$89,700

Down $31,124 (-26%) from 2018

Net Assets

Down

$89,700

Down $31,124 (-26%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Down

$327,503

Down $51,842 (-14%) from 2018

Expenses

Up

$358,627

Up $17,213 (+5.0%) from 2018

Net Income

Down

-$31,124

Down $69,055 (-182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0-$100KAssets 2013: $38,157Liabilities 2013: $0Net Assets 2013: $38,1572013Assets 2014: $4,000Liabilities 2014: $10,951Net Assets 2014: -$6,9512014Assets 2015: $58,407Liabilities 2015: $28,222Net Assets 2015: $30,1852015Assets 2016: $25,656Liabilities 2016: $0Net Assets 2016: $25,6562016Assets 2017: $84,205Liabilities 2017: $0Net Assets 2017: $84,2052017Assets 2018: $120,824Liabilities 2018: $0Net Assets 2018: $120,8242018Assets 2019: $89,700Liabilities 2019: $0Net Assets 2019: $89,7002019Assets 2020: $135,167Liabilities 2020: $39,218Net Assets 2020: $95,9492020Assets 2021: $207,781Liabilities 2021: $0Net Assets 2021: $207,7812021Assets 2022: $336,955Liabilities 2022: $0Net Assets 2022: $336,9552022Assets 2023: $346,949Liabilities 2023: $0Net Assets 2023: $346,9492023Assets 2024: $378,858Liabilities 2024: $0Net Assets 2024: $378,8582024

Highlighted filing

2019

Assets$89,700
Liabilities$0
Net Assets$89,700
Open 2019 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $130,000Expenses 2013: $91,843Net Income 2013: $38,1572013Revenue 2014: $187,344Expenses 2014: $236,152Net Income 2014: -$48,8082014Revenue 2015: $268,700Expenses 2015: $231,564Net Income 2015: $37,1362015Revenue 2016: $268,600Expenses 2016: $303,147Net Income 2016: -$34,5472016Revenue 2017: $351,700Expenses 2017: $291,500Net Income 2017: $60,2002017Revenue 2018: $379,345Expenses 2018: $341,414Net Income 2018: $37,9312018Revenue 2019: $327,503Expenses 2019: $358,627Net Income 2019: -$31,1242019Revenue 2020: $312,500Expenses 2020: $306,251Net Income 2020: $6,2492020Revenue 2021: $364,943Expenses 2021: $258,179Net Income 2021: $106,7642021Revenue 2022: $454,582Expenses 2022: $325,408Net Income 2022: $129,1742022Revenue 2023: $387,279Expenses 2023: $377,283Net Income 2023: $9,9962023Revenue 2024: $452,970Expenses 2024: $421,061Net Income 2024: $31,9092024

Highlighted filing

2019

Revenue$327,503
Expenses$358,627
Net Income-$31,124
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 20, 2020
Return Version
2019v5.1
Gross Receipts
$327,503
Mission and Program Overview

Mission

The institute explores and passes on the principles of reason and order that underlie academic inquiry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$120,824$89,700▼ $31,124
Cash and Non-Interest-Bearing Accounts$112,639$82,757▼ $29,882
Savings and Temporary Cash Investments$4,800$6,450▲ $1,650
Land, Buildings, and Equipment, Net$3,385$493▼ $2,892
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$120,824$89,700▼ $31,124
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$120,824$89,700▼ $31,124
Total Liabilities and Net Assets / Fund Balance$120,824$89,700▼ $31,124

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$493$25,483$25,976
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew RoseExective Director, TreasurFT$113,500$113,500
Steven JusticePresidentPT$39,999$39,999

Board Members and Trustees

NameTitle
Fred ClarkChairman and Director
Bryan BradfordDirector
Dan LahlDirector
Luis TellezDirector
Nathan GeorgeDirector
Karl Van BibberSecretary and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$327,503
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$327,503
Change in Net Assets
$-31,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$195,286
Other Expenses$163,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$115,124$38,375-$153,499
Occupancy$79,979--$79,979
Fees for Services Other$13,811$2,778-$16,589
Other Employee Benefits$15,084--$15,084
Payroll Taxes$12,825--$12,825
Conferences and Meetings$10,448--$10,448
Other Salaries and Wages$9,000--$9,000
Insurance-$5,176-$5,176
Pension Plan Contributions$4,878--$4,878
Fees for Services Accounting$1,480$1,481-$2,961
Depreciation Depletion$2,169$723-$2,892
Information Technology$2,768--$2,768
Office Expenses$349$1,048-$1,397
Travel$379$379-$758
Other Expenses$76$76-$152
All Other Expenses-$33-$33
Fees for Services Legal$10$10-$20
Total Functional Expenses$308,548$50,079$0$358,627
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Irs form 990 is reviewed by board members prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The Berkeley Institute
EIN
46-3482813
Phone
5102393609
Address
2134 ALLSTON WAY, BERKELEY, CA 94704

Signing Officer

Name
Steven Justice
Title
President
Phone
5152011970
Signed
2020-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Justice
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
0

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward Pynn
Phone
9259540100
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0SCHEDULE A, LINE 17A, MEETING THE 10% FACTS AND CIRCUMSTANCES TEST.THE PURPOSE OF THE BERKELEY INSTITUTE IS TO PROVIDE RIGOROUS INTELLECTUAL TRAINING TO UNDERGRADUATE AND GRADUATE UNIVERSITY AND COLLEGE STUDENTS TO HELP THEM PREPARE THEMSELVES FOR ACADEMIC CAREERS IN COLLEGES AND UNIVERSITIES THROUGHOUT THE UNITED STATES. THE INSTITUTE ALSO SUPPORTS THE RESEARCH OF GRADUATE STUDENTS AND YOUNGER FACULTY WHO PROMISE TO MAKE A DIFFERENCE TO THE CULTURE OF AMERICAN HIGHER EDUCATION.THE INSTITUTE MAINTAINS AN ON-GOING PROGRAM OF SEEKING FINANCIAL SUPPORT FROM CONTRIBUTORS WHO SUPPORT THE EDUCATIONAL GOALS OF THE ORGANIZATION. AT LEAST ONCE A YEAR A FUND-RAISING APPEAL IS MADE TO CURRENT AND PAST CONTRIBUTORS AND TO NEW PROSPECTS. IN ADDITION, THE EXECUTIVE DIRECTOR AND THE PRESIDENT ENDEAVOR TO EDUCATE PROSPECTIVE CONTRIBUTORS ABOUT THE ORGANIZATION IN ORDER TO ENCOURAGE THEM TO SUPPORT THE INSTITUTE. THE PRESENTATION OF SEMINARS AND PROGRAMS ALSO HELPS SPREAD THE WORD ABOUT THE WORK OF THE INSTITUTE.THE BOARD OF DIRECTORS IS COMPRISED OF INDIVIDUALS WHO REPRESENT VARIOUS KINDS OF BUSINESS AND WHO ACTIVELY SUPPORT INVIGORATING ACADEMIA WITH YOUNGER FACULTY MEMBERS AND LECTURERS WHO HAVE DEVELOPED KNOWLEDGE AND SKILLS THROUGH THE INSTITUTE'S PROGRAMS.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01595074
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0774
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18780
IRS990ScheduleA/PublicSupportPY170Pct00.18540
IRS990ScheduleA/PublicSupportTotal170Amt0299604
IRS990ScheduleA/SubstantialContributorsTotAmt01295470
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0327503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0378571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0351700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0268600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0268700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01595074
IRS990ScheduleA/TotalSupportAmt01595074
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0493
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025483
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025976
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0493
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRS FORM 990 IS REVIEWED BY BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0120824
IRS990/TotalAssetsEOYAmt089700
IRS990/TotalAssetsGrp/BOYAmt0120824
IRS990/TotalAssetsGrp/EOYAmt089700
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0327503
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050079
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0308548
IRS990/TotalFunctionalExpensesGrp/TotalAmt0358627
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt089700
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0308548
IRS990/TotalReportableCompFromOrgAmt0153499
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0327503
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt089700
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0379
IRS990/TravelGrp/ProgramServicesAmt0379
IRS990/TravelGrp/TotalAmt0758
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BERKELEY
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BINST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN JUSTICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152011970
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKELEY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0463482813
ReturnHeader/Filer/PhoneNum05102393609
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:55:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-14T14:49:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,700
Liabilities
$0
Net assets
$89,700
Revenue
$327,503
Expenses
$358,627
Net income
-$31,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.00$3.79$4.53$4.21$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$3.87$3.77$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$4.55$3.25$1.29
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$3.65$2.58$1.07
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.39$0.96$3.13$3.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$3.28$3.59$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$3.79$3.41$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$3.52$2.92$0.60
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$2.69$3.03$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.28$0.30$2.69$2.32$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.11$0.07$1.87$2.36$0.49
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$1.30$0.92$0.38